for more, david garrity joins us. the tech analyst. david, it's really interesting that at a time when ceos have been warning about earnings and revenues coming down for the rest of the year we have ibm boosting its numbers. what does ibm have going for it? >> it's focusing on making 50% of revenues from cost ware. they're not there yet, but that's the target by 2015. but the higher margin sales were certainly helping to drive the bottom line performance that for ibm is substantially better than expectations. at the same time, we have weak markets in franz, and italy down, and so all tolled, ibm benefitting from a better product mix, and cost reduction. >> susie: and looking at ibm stock, it was up in the regular session, and then again in afterhours toup $191. you're recommending the took. why do you like it? >> certainly, we think ibm is on track to grow earnings 10% a year from now to 2015. $15 a share this year to $20 by the time we get to 2015. we k that the company given the breadth and depth of their ability ha to grow earnings